Semper Augustus Investments Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Semper Augustus Investments Group reports 269 clients. They include 201 high-net-worth individuals, 43 individual clients, and 17 corporations and other businesses. Of its assets, 100.0% ($982M across 529 accounts) are managed with discretion. Of its clients, 5% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 1% |
| High-net-worth individuals | 75% | 71% |
| Pooled investment vehicles | <1% | 6% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 1% | 15% |
| Other client typesCorporations and other businesses | 6% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $11.4M | 1.2% | $264K |
| High-net-worth individuals | 201 | $694M | 70.6% | $3.45M |
| Pooled investment vehicles | 1 | $59.1M | 6.0% | $59.1M |
| Pension and profit-sharing plans | 3 | $7.98M | 0.8% | $2.66M |
| Charitable organizations | 4 | $151M | 15.4% | $37.8M |
| Corporations and other businesses | 17 | $59M | 6.0% | $3.47M |
| Total | 269 | $982M | 100% | $3.65M |
- Clients
- 43
- Regulatory AUM
- $11.4M
- AUM share
- 1.2%
- Avg. per client
- $264K
- Clients
- 201
- Regulatory AUM
- $694M
- AUM share
- 70.6%
- Avg. per client
- $3.45M
- Clients
- 1
- Regulatory AUM
- $59.1M
- AUM share
- 6.0%
- Avg. per client
- $59.1M
- Clients
- 3
- Regulatory AUM
- $7.98M
- AUM share
- 0.8%
- Avg. per client
- $2.66M
- Clients
- 4
- Regulatory AUM
- $151M
- AUM share
- 15.4%
- Avg. per client
- $37.8M
- Clients
- 17
- Regulatory AUM
- $59M
- AUM share
- 6.0%
- Avg. per client
- $3.47M
Total
- Clients
- 269
- Regulatory AUM
- $982M
- AUM share
- 100%
- Avg. per client
- $3.65M
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Semper Augustus Investments Group charges 1.25% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is negotiable.
| Asset band | Annual rate |
|---|---|
| $0 and above | 1.25% |
Fee details and sources
Chad Christensen owns 50% to 75% of Semper Augustus Investments Group. The leadership team of Semper Augustus Investments Group includes President Christopher Bloomstran and Chief Compliance Officer Chad Christensen. It has 9 employees, 2 of them in advisory roles.
Staff
- 9 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Semper Augustus Investments Group LLC
Chad Christensen
Control person · since October 1998
- Owns 50% to 75% of Semper Augustus Investments Group LLC
Christopher Bloomstran
Control person · since October 1998
Semper Augustus Investments Group’s regulatory assets grew 3.2× from $305M (March 2021) to $982M (March 2026); clients rose from 150 to 269 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $982M | 269 | 9 | 2 |
| Mar 2025March 2025 | $693M | 255 | 9 | 2 |
| Mar 2024March 2024 | $597M | 217 | 7 | 2 |
| Jul 2023July 2023 | $477M | 196 | 7 | 2 |
| May 2022May 2022 | $390M | 159 | 7 | 2 |
| Mar 2021March 2021 | $305M | 150 | 6 | 2 |
Besides its headquarters, Semper Augustus Investments Group has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 200 Plaza Drive Ste 240, Highlands RanchHQ
Missouri · 1 listed address
- 8000 Maryland Avenue Suite 1165, St. Louis
Contact and registration details
- Legal name
- Semper Augustus Investments Group LLC
- Headquarters
- 200 Plaza Drive Ste 240, Highlands Ranch, CO 80129
- Website
- Not reported
- Phone
- 303-893-1214
- SEC file
- 801-55966
- Structure
- Colorado LLC
- Fiscal year end
- December
Semper Augustus Investments Group’s named custodians for separately managed accounts are Charles Schwab ($637M, 75%) and U.S. Bank, N.A. ($215M, 25%). Semper Augustus Investments Group has custody of $59.1M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $637M75%
- U.S. Bank, N.A.U.S. Bank, N.A. · Minneapolis, MN · $215M25%
At year end, Semper Augustus Investments Group’s separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $885M across 50 positions; the largest are Berkshire Hathaway Inc. Del (15.5%), Alaska Air Group Inc. (10.6%) and Berkshire Hathaway Inc. Del (10.2%).
What the accounts hold
- Stocks97%
- Cash3%
How many clients does Semper Augustus Investments Group have?
Semper Augustus Investments Group has 269 clients and manages $982 million for them, as of March 2026. They include 201 high-net-worth individuals, 43 individual clients, and 17 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Semper Augustus Investments Group offer?
Semper Augustus Investments Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Semper Augustus Investments Group charge?
Semper Augustus Investments Group charges 1.25% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is negotiable.
Which custodians does Semper Augustus Investments Group use?
Semper Augustus Investments Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $637M and U.S. Bank, N.A. (Minneapolis, MN), with $215M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Semper Augustus Investments Group have?
Semper Augustus Investments Group has 2 investment adviser representatives registered with state securities authorities, out of 9 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Semper Augustus Investments Group invest in?
At the end of its last fiscal year, Semper Augustus Investments Group’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Semper Augustus Investments Group?
Semper Augustus Investments Group’s direct owners are Chad Christensen (50% to 75%) and Christopher Bloomstran (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Semper Augustus Investments Group get paid?
Semper Augustus Investments Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Semper Augustus Investments Group?
Semper Augustus Investments Group’s main office is at 200 Plaza Drive Ste 240, Highlands Ranch, CO 80129. Its phone number is 303-893-1214.
